雲端運算

雲端運算出租伺服器、儲存空間和軟體，而不是販售硬體讓客戶在自家場所運行。它將科技支出從資本專案轉變為每月帳單，而託管這些服務的平台也已成為不可或缺的基礎設施。

64檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
1326	Integrity Alliance Urbandale, Iowa	US$1.01億	+US$9276萬	8	4%	增持
1327	Blue Chip Partners Farmington Hills, Michigan	US$1.01億	+US$142萬	5	8.7%	增持
1328	CSM Advisors Warrendale, Pennsylvania	US$1.01億	-US$28.6萬	5	5.5%	減碼
1329	IAIM International Assets Investment Management Orlando, Florida	US$1.01億	+US$80萬	11	8.82%	增持
1330	Think Investments San Francisco, California	US$1.01億	US$0	3	19.64%	維持不變
1331	Driehaus Capital Management Chicago, Illinois	US$1.01億	+US$717萬	7	0.97%	增持
1332	Steginsky Capital Port Washington, New York	US$1.01億	-US$389萬	2	22.51%	減碼
1333	Ledyard National Bank	US$1.01億	-US$408萬	6	9.95%	減碼
1334	First Merchants Corp Muncie, Indiana	US$1億	-US$141萬	6	4.01%	減碼
1335	Novare Capital Management Charlotte, North Carolina	US$1億	+US$39萬	7	8.78%	增持
1336	Pitcairn Conshohocken, Pennsylvania	US$1億	+US$110萬	11	6.05%	增持
1337	TwinBeech Capital Purchase, New York	US$1億	+US$2789萬	10	1.82%	增持
1338	CenterBook Partners Greenwich, Connecticut	US$1億	+US$1400萬	7	6.38%	增持
1339	Amica Mutual Insurance Providence, Rhode Island	US$1億	-US$566萬	4	11.03%	減碼
1340	Forum Financial Management Lombard, Illinois	US$1億	+US$4698萬	15	1.66%	增持
1341	Essex Financial Services Essex, Connecticut	US$1億	-US$337萬	9	7.2%	減碼
1342	Quest Investment Management Lake Oswego, Oregon	US$9984萬	-US$783萬	4	12.37%	減碼
1343	Dorsey Asset Management Chicago, Illinois	US$9979萬	-US$8.55萬	1	10.58%	減碼
1344	Fiduciary Alliance Greenville, South Carolina	US$9954萬	+US$144萬	7	9.78%	增持
1345	Smith Group Asset Management Dallas, Texas	US$9940萬	+US$221萬	7	7.45%	增持
1346	AL Arnhold LLC New York	US$9931萬	-US$585萬	9	10.03%	減碼
1347	Cidel Asset Management Toronto, Ontario, Ontario, Canada	US$9903萬	-US$338萬	7	6.47%	減碼
1348	Estabrook Capital Management New York	US$9885萬	-US$292萬	9	15.97%	減碼
1349	Fiduciary Group Savannah, Georgia	US$9868萬	-US$8.57萬	6	9.89%	減碼
1350	CloudAlpha Capital Management Hong Kong	US$9854萬	-US$2983萬	5	7.85%	減碼